Jeffords Steel And Engineering Company 401(K) Profit Sharing Plan — Form 5500 plan (Jeffords Steel And Specialty Company, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jeffords Steel And Engineering Company 401(K) Profit Sharing Plan is a benefit plan reported by Jeffords Steel And Specialty Company, Inc. under EIN 14-1668302 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $9,536,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeffords Steel And Specialty Company, Inc.
EIN
14-1668302
Plan number
001
Plan type
2
Location
Plattsburgh, NY
Latest filing year
2023
Participants
124
End-of-year plan assets
$9,536,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20250221142928NAL0010574704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,536,631
Net assets (EOY)
$9,536,631
Net assets (BOY)
$7,972,845

Income & contributions

Employer contributions
$518,284
Participant contributions
$198,318
Total contributions
$716,602
Total income / additions
$2,419,012

Expenses & distributions

Benefits paid
$811,628
Administrative expenses
$43,598
Total expenses
$855,226
Net increase / (decrease)
$1,563,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$9,284$02023

Related Form 5500 pages